Ballentine Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $493K | Buy |
16,776
+1,345
| +9% | +$39.5K | 0.01% | 490 |
|
2025
Q1 | $440K | Sell |
15,431
-444
| -3% | -$12.7K | 0.01% | 486 |
|
2024
Q4 | $435K | Buy |
15,875
+1,485
| +10% | +$40.7K | 0.01% | 463 |
|
2024
Q3 | $318K | Buy |
14,390
+1,075
| +8% | +$23.7K | 0.01% | 566 |
|
2024
Q2 | $265K | Buy |
+13,315
| New | +$265K | ﹤0.01% | 604 |
|
2020
Q1 | – | Sell |
-68,407
| Closed | -$1.45M | – | 385 |
|
2019
Q4 | $1.45M | Sell |
68,407
-508
| -0.7% | -$10.8K | 0.07% | 118 |
|
2019
Q3 | $1.42M | Sell |
68,915
-9,258
| -12% | -$191K | 0.07% | 118 |
|
2019
Q2 | $1.63M | Sell |
78,173
-3,564
| -4% | -$74.4K | 0.08% | 103 |
|
2019
Q1 | $1.64M | Sell |
81,737
-3,495
| -4% | -$70K | 0.09% | 86 |
|
2018
Q4 | $1.31M | Sell |
85,232
-38,557
| -31% | -$593K | 0.08% | 98 |
|
2018
Q3 | $2.2M | Buy |
123,789
+60,394
| +95% | +$1.07M | 0.11% | 67 |
|
2018
Q2 | $1.12M | Buy |
63,395
+14,387
| +29% | +$254K | 0.06% | 104 |
|
2018
Q1 | $738K | Sell |
49,008
-4,029
| -8% | -$60.7K | 0.04% | 142 |
|
2017
Q4 | $958K | Sell |
53,037
-803
| -1% | -$14.5K | 0.05% | 127 |
|
2017
Q3 | $1.03M | Buy |
53,840
+578
| +1% | +$11.1K | 0.06% | 117 |
|
2017
Q2 | $1.08M | Buy |
+53,262
| New | +$1.08M | 0.08% | 118 |
|